CFO News Room

JANUARY 17, 2023

While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.

Economics 130

Economics Valuation Treasury Forecasting 130

Musings on Markets

MARCH 19, 2022

While the value crowd, bereft of victories for a long time, may be inclined to do a victory dance, it is worth noting that the same phenomenon occurred between February and March of 2020, at the start of the COVID crisis, but that growth companies quickly recouped their losses and finished ahead of mature companies by the end of 2020.

Economics 100

Economics Valuation Treasury Forecasting 100

Barry Ritholtz

JANUARY 24, 2023

But as a private equity owner, again, first of all, you do invest heavily of your own money in the transactions, plus you have additional ownership through, you know, the carried interest, the profits interests. September 13, 1981, I think the 10-year Treasury was 15.84 So my first day at work was October 1,1981 at Goldman Sachs.

Mergers and Acquisitions (M&A) 103

Mergers and Acquisitions (M&A) Investments Leverage Numbers 103

Barry Ritholtz

DECEMBER 12, 2023

And because my mother and grandmother were looking at these trying to figure out what was going on, I was curious about the sea of numbers. He developed the Ginnie Mae contract, which at one time was a big thing in treasury bond contract. They announced a $640 million loss and ouch. Very inventive and creative person.

Benchmarking 103

Benchmarking Concentration Investments Profit and Loss 103

Barry Ritholtz

OCTOBER 24, 2023

And it’s a story that is so much more than numbers. Bethany McLean: 00:10:49 [Speaker Changed] Yeah, it was fascinating, and this was highlighted or first written about in a really good New Yorker piece about what San Francisco was doing and why its numbers were so low. Profiteering fraud. No, seriously.

Manufacturing 57

Manufacturing Healthcare Leadership Profit and Loss 57